FieldCamp's role-based permission system ensures every team member has exactly the access they need—no more, no less. Whether you're a solo operator adding your first helper or managing a team of 50, proper role assignment keeps your data secure and your team productive.
Core Permission Principles
The Principle of Least Privilege
Give team members only the access they need to do their job effectively. This:
Protects sensitive data
Reduces accidental changes
Simplifies the user experience
Maintains accountability
Permission Inheritance
Permissions build on each other. Higher roles include all permissions from lower roles, plus additional capabilities.
Preset Roles Explained
1. Admin
Best for: Business owners and trusted managers who need complete control
What they CAN do:
Full permissions across the entire system
Manage all aspects of the business
Access all features without restrictions
Make system-wide changes
Control billing and subscriptions
Key Note: Administrators have full permissions. Make this user a non-admin to adjust permissions.
2. Dispatcher
Best for: Office staff managing daily operations and scheduling
What they CAN do:
View all clients, quotes, and jobs
Access pricing details
Manage schedules and assignments
Create and modify jobs
Handle customer communications
View operational data
What they CANNOT do:
Access full administrative settings
Manage user permissions
Change company-wide configurations
3. Field Technician Pro
Best for: Experienced technicians who need comprehensive field access
What they CAN do:
View their own schedule
Track work complete
Access their time entries
Update job information
Add notes and photos
View assigned job details
Enhanced Access: More autonomy than Lite technicians
4. Field Technician Lite
Best for: New technicians or those requiring basic access
What they CAN do:
View their own schedule
Track work complete
Log their time
Basic job updates
Essential field operations
Limited Access: Focused on core job completion tasks
Permission Categories Deep Dive
Clients
Manage clients visibility and editing permissions
View assigned job's clients: See only clients related to assigned jobs
View assigned job's clients (Only basic info): Limited to essential contact information
View, create, and edit all clients: Full client management access
View, create, edit, and delete all client records: Complete control including deletion rights
Teams
Manage teams visibility and editing permissions
View the team list: See available members and roles
View, add, edit, and delete all team members: Full team management including role assignments
Jobs
Manage jobs visibility and editing permissions
Add visit notes, photos, and add logs, update visit status: Field documentation capabilities
View assigned job, create job, update visit status, add notes, view/add line items, view/edit assigned job visits, add/update own logs: Comprehensive job interaction
Create, view and edit assigned jobs, update visit status, add notes/logs, and manage line items: Enhanced job management
Create, edit, delete all jobs, update job status, add notes/logs, and manage line items: Full job control
Full access to all jobs: Complete visibility and control over all job operations
Product & Service
Manage products & services visibility and editing permissions
View Products & Services list: Read-only access to catalog
View, create, and edit products and services: Manage pricing and availability
Full access to products and services: Complete control including deletion
Job Forms
Manage job forms visibility and editing permissions
View job forms list: See available forms
View and create job forms: Design new forms
View, create, and edit job forms: Modify existing forms
Full access to job forms: Complete form management